David Johnson

· Utilizes multiple system platforms to conduct research, identify processes and review prior transactions to make sound decisions and recommendations to customers.

Negotiates mutually satisfactory payment arrangements resulting in 10% increase in account receivables

· Upsells potential/current customers while maintaining retention in account relationships

· Collaborates with write off, bankruptcy and 3rd party teams to collect 60% more revenue

· Conducts post sale interviews to ensure product/service implementations are successful

· Secures new accounts by strategically pursuing leads generating over $156,00 in revenue monthly

• Executed retail operations plan to achieve required targeted growth in daily, monthly, quarterly, and yearly goals for profit, revenue, and production for multiple Retail Store locations.
• Coordinated with Store Managers/sales team to define objectives and goals to exceed monthly goals by 20%
• Worked with Regional Market Director to generate ideas about future retail activities to increase foot traffic by 10%
• Partnered with HR Business Partners to ensure people management goals are achieved and issues are satisfactorily resolved.
• Established solid relationships with support areas (Asset Protection, Safety, Finance, etc.) to further business goals
• Promoted a culture that embraces growth & development to meet the needs of our team.
• Responsible for performance management (coaching, discipline, performance improvement plans, and annual reviews) resulting in 3 store manger promotions
• Ensures district complies with all policies and procedures relating to Security, Health, and Safety; influences any changes necessary to meet statutory requirements, ensuring minimum risk to team members and business.
• Achieve 120/130% of store sales goals each month by overachieving company key performance indicators

• Used sales techniques and strong product knowledge to identify customer-specific needs to generate new sales, retain existing insureds, and grow overall insurance book of business
• Exceeded targets as defined in sales incentive plan achieving $25,000 club member monthly
• Adopted tools and applicable underwriting guidelines to assess risk, relate coverage, bind and issue policies
• Partnered with Regional Account Executive and Underwriting on plan design and rate negotiations
• Provided plan administration review to clients including, but not limited to portability/conversion, continuation provisions, instructions for calculating premium and premium remittance etc.

• Consulting and advising team members on plan design, ERISA compliance and any related client questions
• Educated Customer Operations Team on 401(k) recordkeeping, administration, and correction processes to minimize plan issues
• Supported onboard handling implementation of new and conversion 401(k) plans.
• Facilitated support to Retirement Professionals and support staff, development to over achieve department goals
• Served as back-up to retirement plan distribution function
• Maintained knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype).